Civic Intelligence

Southwest Academy of Restorative

EIN 80-0219561 • 501(c)6 • Broken Arrow, OK

Profile

The professional member organization is dedicated to advancing excellence in the art and science of restorative dentistry AND TO ENHANCE DENTAL RESTORATIVE SKILLS AND PATIENT CARE.

PO Box 1764Broken Arrow, OK 74013

swardentistry.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-10%

Higher net margin than 31% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-13%

Faster asset growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$84,190

Down $12,396 (-13%) from 2024

Liabilities

Down

$54

Down $16 (-23%) from 2024

Net Assets

Down

$84,136

Down $12,380 (-13%) from 2024

Operations
Liabilities / Revenue52nd percentileNet Margin31st percentile

Revenue

Up

$119,817

Up $16,888 (+16%) from 2024

Expenses

Up

$132,197

Up $49,725 (+60%) from 2024

Net Income

Down

-$12,380

Down $32,837 (-161%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $31,373Liabilities 2010: $214Net Assets 2010: $31,1592010Assets 2011: $32,168Liabilities 2011: $74Net Assets 2011: $32,0942011Assets 2012: $33,928Liabilities 2012: $107Net Assets 2012: $33,8212012Assets 2013: $34,817Liabilities 2013: $128Net Assets 2013: $34,6892013Assets 2014: $33,764Liabilities 2014: $99Net Assets 2014: $33,6652014Assets 2015: $23,019Liabilities 2015: $163Net Assets 2015: $22,8562015Assets 2016: $31,136Liabilities 2016: $95Net Assets 2016: $31,0412016Assets 2017: $34,274Liabilities 2017: $94Net Assets 2017: $34,1802017Assets 2018: $40,552Liabilities 2018: $86Net Assets 2018: $40,4662018Assets 2019: $48,986Liabilities 2019: $117Net Assets 2019: $48,8692019Assets 2020: $47,806Liabilities 2020: $228Net Assets 2020: $47,5782020Assets 2021: $73,337Liabilities 2021: $89Net Assets 2021: $73,2482021Assets 2022: $71,415Liabilities 2022: $98Net Assets 2022: $71,3172022Assets 2023: $76,125Liabilities 2023: $66Net Assets 2023: $76,0592023Assets 2024: $96,586Liabilities 2024: $70Net Assets 2024: $96,5162024Assets 2025: $84,190Liabilities 2025: $54Net Assets 2025: $84,1362025

Highlighted filing

2025

Assets$84,190
Liabilities$54
Net Assets$84,136
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $23,163Expenses 2010: $24,102Net Income 2010: -$9392010Revenue 2011: $28,314Expenses 2011: $27,379Net Income 2011: $9352011Revenue 2012: $25,253Expenses 2012: $23,526Net Income 2012: $1,7272012Revenue 2013: $27,359Expenses 2013: $26,491Net Income 2013: $8682013Revenue 2014: $31,028Expenses 2014: $32,052Net Income 2014: -$1,0242014Revenue 2015: $56,036Expenses 2015: $66,845Net Income 2015: -$10,8092015Revenue 2016: $55,111Expenses 2016: $46,926Net Income 2016: $8,1852016Revenue 2017: $61,743Expenses 2017: $58,604Net Income 2017: $3,1392017Revenue 2018: $70,548Expenses 2018: $64,262Net Income 2018: $6,2862018Revenue 2019: $71,767Expenses 2019: $63,364Net Income 2019: $8,4032019Revenue 2020: $81,950Expenses 2020: $83,241Net Income 2020: -$1,2912020Revenue 2021: $34,725Expenses 2021: $9,055Net Income 2021: $25,6702021Revenue 2022: $66,400Expenses 2022: $68,331Net Income 2022: -$1,9312022Revenue 2023: $99,932Expenses 2023: $95,190Net Income 2023: $4,7422023Revenue 2024: $102,929Expenses 2024: $82,472Net Income 2024: $20,4572024Revenue 2025: $119,817Expenses 2025: $132,197Net Income 2025: -$12,3802025

Highlighted filing

2025

Revenue$119,817
Expenses$132,197
Net Income-$12,380
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,190
Liabilities
$54
Net assets
$84,136
Revenue
$119,817
Expenses
$132,197
Net income
-$12,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.20$1.32$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.03$0.82$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.00$0.95$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.66$0.68$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.35$0.09$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.82$0.83$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.72$0.63$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.40$0.71$0.64$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.62$0.59$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.55$0.47$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.56$0.67$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.31$0.32$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.27$0.26$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.25$0.24$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.28$0.27$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.23$0.24$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 24, 2026
Return Version
2024v5.2
Gross Receipts
$119,817
Mission and Program Overview

Mission

The professional member organization is dedicated to advancing excellence in the art and science of restorative dentistry AND TO ENHANCE DENTAL RESTORATIVE SKILLS AND PATIENT CARE.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PLANs, ORGANIZES AND TYPICALLY HOLDS AN ANNUAL MEETING FOR MEMBERS WITH NOTABLE SPEAKERS, PRESENTATIONS AND NETWORKING OPPORTUNITIES TO BRING THE LATEST INFORMATION FOR PRACTICE IMPROVEMENT TO MEMBER ATTENDEES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCELA G ALVAREZBoard Member-$0--
W KURT LOVELESSVice President-$0--
JENNINE K HUETBoard Member-$0--
MARK A CAMPPast President-$0--
SHANE A RICCISecretary-Treas-$0--
PAUL M MCLORNANBoard Member-$0--
D SHANE MCPHERSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Academy of Restorative
EIN
80-0219561
Phone
9184452380
Address
PO BOX 1764, BROKEN ARROW, OK 74013

Signing Officer

Name
Shane a Ricci
Title
Secretary-treasurer
Signed
2026-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Gates Winden & Associates Pc
Address
1924 S UTICA AVE STE 710, TULSA, OK 74104
Preparer
Patricia S Gates CPA
Phone
9187450297
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3249”

Other Expenses.1003

“Information Technology $280”

Other Expenses.1005

“Travel $457”

Other Expenses.1007

“Conferences, Conventions, and Meetings $85372”

Other Expenses.1

“SPEAKER EXPENSE $14434”

Other Expenses.2

“BANK CHARGES $4006”

Other Expenses.3

“WEBSITE $1756”

Other Expenses.5

“Continuing education $823”

Other Assets.1

“OTHER RECEIVABLES - Beginning $0 OTHER RECEIVABLES - Ending $17”

Total Liabilities.1

“PAYROLL LIABILITIES - Beginning $70 PAYROLL LIABILITIES - Ending $54”

Raw XML Appendix141 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt048595
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096516
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANE A RICCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL M MCLORNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6D SHANE MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY-TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017
IRS990EZ/OtherExpensesTotalAmt0110377
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt01545
IRS990EZ/ProgramServiceRevenueAmt071213
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $457
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPEAKER EXPENSE $14434
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANE A RICCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST ACADEMY OF RESTORATIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DENTISTRY INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0800219561
ReturnHeader/Filer/PhoneNum09184452380
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202504265
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
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ReturnHeader/PreparerPersonGrp/PhoneNum09187450297
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA S GATES CPA
ReturnHeader/ReturnTs02026-02-05T14:59:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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